AiPro Institute™
AiPro Institute™
Tax Document Checklist
Comprehensive Tax Preparation & Filing Documentation
Tax Year:
Completion Progress
Track your document collection progress. Check off items as you gather them.
Income Documents
W-2 Forms (Wages and Salaries)
All W-2s from employers for the tax year
1099-NEC (Non-Employee Compensation)
Freelance, contract, or consulting income
1099-INT (Interest Income)
Bank accounts, savings, CDs
1099-DIV (Dividend Income)
Investment dividends and capital gains distributions
1099-B (Proceeds from Broker Transactions)
Stock sales, cryptocurrency, investment transactions
1099-K (Payment Card & Third-Party Network Transactions)
PayPal, Venmo, credit card processing income
K-1 Forms (Partnership/S-Corp Income)
Income from pass-through entities
Rental Income Documentation
Rent received, property income records
Deduction & Expense Documents
Mortgage Interest Statement (Form 1098)
Home mortgage interest paid
Property Tax Records
Real estate taxes paid
Charitable Donation Receipts
Cash and non-cash contributions to qualified organizations
Medical & Dental Expenses
Unreimbursed medical expenses, insurance premiums
Business Expense Records
Receipts for business-related expenses, mileage logs
Home Office Expenses
Square footage, utilities, rent/mortgage allocation
Education Expenses (Form 1098-T)
Tuition, student loan interest
Tax Credits & Other Documents
Childcare Provider Info (Form W-10 or SSN/EIN)
For claiming childcare credit
Energy Efficiency Credits Documentation
Solar panels, energy-efficient improvements
Health Insurance Marketplace Statement (Form 1095-A)
For premium tax credit reconciliation
Retirement Contributions (IRA, 401k, etc.)
Documentation of contributions made
State & Local Tax Payments
Estimated tax payments, prior year refund applications
Prior Year Tax Return
Copy of last year's federal and state returns
Identity Documents (Driver's License, SSN Cards)
For all taxpayers and dependents
Additional Notes & Special Circumstances
Taxpayer Signature
Date: __________________
Tax Preparer Signature
Date: __________________
